帮主郑重：原油黄金暴跌暗藏三大变局！俄乌停火背后，这两类资产即将迎来转机？

Group 1: Oil Market - Recent optimism regarding a potential ceasefire in the Russia-Ukraine conflict has led to a decline in oil prices, with WTI crude dropping by 1.7% and Brent crude falling over 1% [3] - The actual impact on oil prices is driven by expectations of sanctions being relaxed, despite Russian oil exports remaining uninterrupted [3] - The feasibility of a ceasefire remains uncertain, as geopolitical tensions persist, which could lead to a rebound in oil prices if negotiations fail [3] Group 2: Gold Market - Gold prices have decreased by 0.5%, influenced by easing geopolitical tensions and market speculation about a potential 25 basis point rate cut by the Federal Reserve in September [4] - The introduction of new tariffs on steel and aluminum by the Trump administration could reignite inflation, which may enhance gold's appeal as a safe-haven asset [4] - The current decline in gold prices is viewed as a short-term reaction, with long-term factors such as interest rate cuts and geopolitical risks likely to support future price increases [4] Group 3: Copper Market - Despite a recent decline in copper prices, demand from India is expected to support long-term growth, with projections indicating that copper prices may strengthen by 2026 due to supply disruptions and increased demand from renewable energy [6] - India's infrastructure development and data center construction are anticipated to drive copper demand, while declining ore grades and rising development costs pose challenges for new mining projects [6] - The current price correction in copper is seen as an opportunity for long-term investors, particularly those with resources in India [6]